Which CRM platforms does the assistant work with?

Any web-based CRM: Salesforce, HubSpot, Pipedrive, Zoho, Close, and others. The assistant navigates the CRM through browser automation, so there is no integration to configure. If you can use it in a browser, the assistant can too.

Can multiple sales reps share one RunTheAgents instance?

One RunTheAgents subscription manages a single OpenClaw instance. For team use, the assistant can be accessed through a shared Slack channel or Discord server. Each rep messages the assistant with their updates, and the assistant updates the CRM on their behalf.

Will it overwrite data that another rep entered?

The assistant adds to existing records rather than overwriting. When updating deal information, it appends notes and updates specific fields rather than replacing the full record. If there is a conflict, it flags it for your review.

Use Case

A CRM That Stays Updated Because Your AI Assistant Does the Data Entry.

Sales reps hate CRM data entry. Your RunTheAgents assistant logs calls, updates deal stages, enriches contact records, and surfaces insights from your pipeline. Tell it what happened; it handles the rest.

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The CRM Data Quality Crisis

71%

Of sales reps say they spend too much time on manual data entry

27%

Of CRM data becomes outdated within a year without active maintenance

5.5 hrs

Per week the average sales rep spends on CRM admin instead of selling

40%

Of reps do not use their CRM because it feels like overhead

CRM Capabilities

Conversational Logging

After a sales call, message your assistant: "Just had a great call with Sarah at Acme. They are interested in the enterprise plan, budget is $50K, decision by March." The assistant updates the CRM record, deal stage, and expected close date. No form filling required.

Contact Enrichment

When you add a new contact, your assistant researches them online. It finds their LinkedIn profile, role history, company information, and recent activity, then enriches the CRM record so you have context before your first conversation.

Pipeline Summaries

Ask your assistant for a pipeline summary any time: "What are my active deals above $10K?" or "Which deals have been in the proposal stage for more than two weeks?" It reads your CRM and provides instant answers.

Follow-Up Reminders

Your assistant tracks when you last contacted each prospect and nudges you when follow-ups are due. It combines CRM data with your communication history to ensure no opportunity goes cold from neglect.

Meeting Preparation

Before a prospect meeting, ask your assistant for a briefing. It pulls the full CRM history, recent communications, company news, and any notes from previous interactions into a concise prep document.

Why CRMs Fail Without AI

CRMs fail because of a fundamental design flaw: they put the data entry burden on the people who benefit least from doing it. Sales reps are evaluated on revenue, not CRM hygiene. Every minute spent updating a contact record is a minute not spent selling. So records get stale, notes get skipped, and deal stages get outdated.

Managers then cannot trust the pipeline data. Forecasts are inaccurate. Coaching conversations lack context. The CRM becomes a compliance checkbox rather than a strategic tool.

An AI assistant breaks this cycle by making CRM updates effortless. When updating a deal is as simple as sending a message after a call, adoption jumps from reluctant to habitual. The CRM finally contains the data it was designed to hold, and that data becomes genuinely useful for everyone.

AI Assistant vs. CRM Automation Rules

Built-In CRM Automation

Rule-based triggers and workflows
Cannot interpret unstructured input
Requires admin setup and maintenance
Works within the CRM only
Cannot research external information

RunTheAgents AI Assistant

Understands natural language instructions
Interprets conversational updates intelligently
Self-configuring through conversation
Bridges CRM with messaging, web, and email
Enriches records with web research

Frequently Asked Questions

Lead Generation Email Management For Sales Teams Slack Integration

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